MicroCapClub

MicroCapClub
  • 4.8 (16)
  • Investing

MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community.

  1. 3d ago

    The Coach Who Never Stopped Rebuilding

    In this episode, Ian Cassel compares successful stock picking and portfolio management to being a great basketball coach. You can also read it as an article here: https://microcapclub.com/newsletter/  MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/  Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    10 min

  2. 5d ago

    1Stdibs.Com (DIBS): The Curated Luxury Marketplace

    In this Business Breakdown, David Barbato and Jamil Tahir sit down with 1Stdibs’ (DIBS) Chairman/CEO, David Rosenblatt.  This discussion took place live on May 11th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join  David Rosenblatt is CEO and Chairman of 1stDibs, the curated online marketplace for one-of-a-kind design objects across vintage and antique furniture, jewelry, art, and fashion. He joined the company in 2011 after running DoubleClick, which he sold to Google, and previously served on the boards of Twitter and IAC. He took 1stDibs public on the NASDAQ in 2021. In this Business Breakdown, David walks through the cost restructuring that delivered two straight quarters of adjusted EBITDA positivity, why he rebalanced spend from paid marketing into product and engineering, and how AI is reshaping the buyer experience across search, pricing, and shipping. He also discusses 1stDibs' roughly $40 million buyback history, M&A discipline, and the live-event sponsorship business he's building in advertising. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters 00:00 Introduction and Guest Background 02:10 Founding and Evolution of 1stDibs 04:23 1stDibs' Impact in the Design Industry 07:00 Growth Strategies and Market Expansion 08:29 Public Listing and Market Challenges 09:27 Market Opportunity and Industry Adoption 10:00 Business Model and Revenue Streams 11:22 Seller and Buyer Dynamics 12:49 Customer Valuations and High-Value Transactions 14:12 Advertising and Monetization Strategies 16:07 Key Company Metrics and Financials 18:34 Product Categories and Market Focus 20:26 Future Growth and Market Potential 25:35 AI Integration and Product Roadmap 28:17 Operational Improvements and Cost Management 30:09 Influencer and Social Media Strategies 32:18 Competitive Landscape and Acquisition Opportunities 39:12 Long-term Market Outlook and Aspirations 42:30 Customer Acquisition and Marketing Efficiency 45:33 Experimentation and Innovation in Pricing 48:35 Advertising and Sponsorship Opportunities 51:27 Marketing Channels and Customer Engagement 52:44 Revenue Growth and Take Rate Dynamics 54:10 Closing Remarks and Future Outlook Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    57 min

  3. May 18

    Club Conversation with Charlie Youakim, 85x Return in 3 Years

    Charlie Youakim is the co-founder and CEO of Sezzle (SEZL), a buy-now-pay-later company now valued at over $3 billion. He previously co-founded Passport, a mobile payments business for parking, and built Sezzle into one of the largest BNPL providers in the U.S. despite raising roughly $120 million in total, a fraction of the capital raised by competitors like Klarna and Afterpay. Sezzle first listed on the ASX in July 2019 and direct-listed on the Nasdaq in August 2023; its market cap bottomed at roughly $35 million during that stretch and has grown to over $3 billion in under three years, roughly an 85x return. This discussion took place live on May 13th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join  In this episode, Charlie discusses why he started over after his first exit, how Sezzle pivoted to profitability after a failed merger with Zip, his data-driven hiring approach built around IQ and GPA, and how the company operates as a fully remote, internationally distributed team. He also walks through Sezzle's push beyond BNPL into checking, savings, and cash management products, and how AI is reshaping the way the business runs internally. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters 00:00 The Journey of a Serial Entrepreneur 04:21 Understanding Sezzle's Business Model 07:02 The Evolution of Sezzle and Market Competition 09:55 Navigating Profitability and Growth Challenges 12:59 Hiring Standards and Company Culture 15:54 The Impact of Location on Business Success 18:54 Remote Work and Its Advantages 21:50 Learning from Industry Peers 41:01 Building Relationships in Business 43:59 The Value of Common Sense 45:36 Defining Success and Winning 47:03 Innovative Cash Management Solutions 51:05 Misunderstandings About Sezzle 53:11 Scaling with Focus and Founder Mentality 58:44 Leveraging AI for Efficiency 01:02:04 Optimism About AI and Job Markets 01:10:17 Competitive Advantages in Fintech 01:12:00 Philosophy on Stock Ownership Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    1h 15m

  4. May 12

    We Are Vikings

    In this presentation, Ian Cassel presents on the Viking Age and the parallels with successful microcap investing.  MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/  Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    21 min

  5. May 11

    BOS Better Online Solutions (BOSC): Defense Supply Chain Integrator

    In this Business Breakdown, David Barbato and Scott Weis, CIO of Semco Capital, sit down with Better Online Solutions’ (BOSC) CEO Eyal Cohen. This discussion took place live on May 4th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join  Eyal Cohen is the CEO of Better Online Solutions, an Israeli integrator listed on NASDAQ. He joined the company 25 years ago, served in financial roles before being appointed CEO in 2020, and is a certified public accountant in both Israel and the United States. In this Business Breakdown, Eyal walks through the three divisions behind BOS, supply chain integration of electromechanical connectors and wires, RFID, and robotic cells, and the company's defense customer base, anchored by Israel Aerospace Industries, Elbit Systems, and Rafael. He addresses the flat 2026 guidance that followed a record 2025, the operating leverage that drove EPS growth six times faster than revenue, the India expansion, and an M&A roadmap targeting an acquisition of up to $20 million on the path to $100 million in revenue. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters 00:00 Introduction to the CEO 14:31 Understanding Better Online Solutions 20:12 Business Model and Revenue Streams 26:42 Market Dynamics and Revenue Projections 32:24 Operational Efficiency and Growth 42:28 International Expansion and Challenges 48:23 Financial Health and Future Outlook Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    56 min

  6. May 6

    Investing is Not a Game of Perfect

    In this episode, Ian Cassel talks about how investing is not a game of perfect. You can also read it as an article here: https://microcapclub.com/newsletter/  MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/  Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    12 min

  7. May 3

    Update with Golconda Gold (GG.V/GGGOF): Disciplined Gold Producer

    In this Business Breakdown, Ian Cassel and David Barbato sit down with Golconda Gold’s (GG.V/GGGOF) Chairman, Founder, and CEO, Ravi Sood. The company was originally profiled by Ian Cassel on August 28, 2025, at $0.95 USD/$1.30 CAD per share.  This discussion took place live on April 29th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join  In this follow-up conversation, Ravi covers the 2025 turning point at Golconda's Galaxy gold mine in South Africa, paying down the credit facility and unsecured note, repairing the balance sheet, and opening additional mining faces to push production from roughly 10k gold ounces in 2025, to 18k oz in 2026, and toward 30k oz by 2029. He walks through the planned June restart of the Summit mine in New Mexico under a capital-light contract mining model, the Banner mill ramp, and the longer-term resource and mill expansion potential across the Steeple Rock district. He also lays out the case for spinning Summit out as a standalone US-listed gold and silver producer beginning in late 2026, TSX Venture first, then OTC, then a full US listing, and shares his thinking on a programmatic VWAP buyback once Summit is de-risked. ✉️ Share your feedback - david@microcapclub.com ✉️ David’s X (Twitter) - https://x.com/Valuehunte Chapters 00:00 Introduction to the Guests and Their Backgrounds 05:53 Transition from Fund Management to Gold Mining 11:43 2025 Financial Performance and Growth Strategy 19:56 Scaling Production and Financial Implications 25:46 Impact of Oil Prices on Operations 28:33 Restarting the Summit Mine 31:55 Outsourcing and Contract Mining Benefits 33:21 Mining Operations and Mill Setup 35:43 Cash Flow and Resource Expansion Plans 38:23 Permitting Challenges and Opportunities 41:04 Exploration Potential and Historical Context 46:46 Spin-Out Strategy for Summit 51:40 Path to Public Listing and Shareholder Value 55:27 Buyback Strategy and Financial Outlook Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    1 hr

  8. Apr 28

    The Last Moat by Ian Cassel

    In this episode, Ian Cassel talks about the last moat in investing. You can also read it as an article here: https://microcapclub.com/newsletter/ MicroCapClub is an exclusive forum for experienced microcap investors to share and discuss microcap companies (sub $1 billion market cap) trading on global markets. Since 2011, our members have profiled 1400+ microcap companies, 300+ have turned into multi-baggers. Investors can join our community by applying to become a member or subscribing to gain instant access. For more information, visit https://microcapclub.com/  Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

    11 min
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4.8
out of 5
16 Ratings

About

MicroCapClub is an exclusive forum for experienced microcap investors focused on microcap companies (sub $500m market cap) trading on United States, Canadian, European, and Australian markets. MicroCapClub was created to be a platform for experienced microcap investors to share and discuss stock ideas. Since 2011, our members have profiled 900+ microcap companies. Investors can join our community by applying to become a member or subscribing to gain instant view only access. MicroCapClub’s mission is to foster the highest quality microcap investor Community.

Information

  • Creator
    MicroCapClub
  • Years Active
    2024 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © MicroCapClub
  • Show Website
    MicroCapClub

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